Why an Indianapolis wealth advisor is better than a Wall Street investment broker.

A Wall Street wealth advisor might have a bigger name than an Indianapolis wealth advisor, but may not have a better grasp on alternative investment strategies. Experience is the difference in any complex investment situation. A broker at a large firm is also more susceptible to conflicts of interest, as they can be commission based, and are usually required to market a specific product. A more specialized alternative investment wealth advisor is fee based which offers more transparency. Taken all together, an alternative investment strategy in the hands of a qualified advisor can offer these advantages: ▪ Income tax savings ▪ Higher rates of income ▪ Additional cash flow stream We invite you to learn more about alternative investing by reading The Alternative Investor, a guide book for alternative investments by Greg Shields, founder and President of Midwest Wealth Management, Inc. This free eBook can be found at www.midwest-wealth.com. As a private investment group, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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A wealth management firm and alternative investments.

In any investment that a wealth management firm initiates, the relationship between risk and return is the most analyzed part of the process. Alternative investments have always appealed to the sophisticated investor due to their low correlation with traditional assets. Even better, alternative investments may also have little correlation with each other. So, not only are they not ruled by the fluctuations of the stock market, they’re also not ruled by the effects of other alternative investments. The other appealing feature of alternative investments besides an attractive risk adjusted return potential is the ability to diversify your portfolio either by a specific sector of industry, a geographic location or the liquidity potential. Enhancing an alternative portfolio even further is achieved when the wealth management firm can utilize a proprietary trading platform: Longer-term investment opportunities, a variety of investment strategies and in-depth analysis of each risk component and how that risk/reward ratio specifically affects each client are all controlled by the investment firm’s senior advisors. If you have any questions about the advantages and opportunities of alternative investments, we invite you to learn more at www.midwest-wealth.com. mwm_blogbanner
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